Daniel Rodriguez De La Vega Lara
Sr. Relationship Manager
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers.
Overview
8
8
years of professional experience
2
2
Languages
Work History
Sr. Relationship Manager
Citi Bank
03.2022 - Current
- Manage a portfolio of 30 clients with global footprint, im which my main responsibilities are:
- Solved customer challenges by offering relevant products and services.
- Increased cross-selling by proactively identifying client needs and suggesting appropriate solutions.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Conducted comprehensive financial analysis to determine clients'' eligibility for business loans, ensuring a low default rate.
- Developed new business opportunities by actively networking within the global network to identify potential opportunities.
Team leader (Sr. associate)
SANTANDER Corporate and Investing Banking
8 2021 - 03.2022
- Manage a team of 3 bankers who cover multinational clients in Mexico, each banker manages 50 groups, and their portfolios are arranged by industry. Main responsibilities are:
- Help my team in closing their main deals
- Joining client meetings and exploring opportunities
- Escalating any internal issue
- Participate in different strategies to increase revenues for the portfolio
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Worked with team to identify areas of improvement and devised solutions based on findings.
Relationship Manager & Treasury and Trade Solutions
CITIBANAMEX Corporate and Investing Banking
10.2016 - 08.2021
- Maintain and grow the corporate relationship with local and regional CFOs, treasures and shared service centers of 53 multinational companies
- Help them in their day-to-day operations by improving their treasury operation (Cash conversion cycle, refinancing debt, cash flow optimization, FX and hedging, connectivity), depending on the company's KPI
- Credit analysis for pricing and approving corporate loans (WK, factoring and guarantees)
- Prepare tailor made cash management proposal for new clients
- Coordinating on a day-to-day basis with different internal areas (compliance, legal, implementations, risk, product and global terms)
- Monthly portfolio revenue analysis and projections
- Coordinating and participating in local and regional initiatives
Education
Bachelor in Business Administration & Finance -
Universidad Panamericana
Mexico City 01.2012 - 2016.05
Skills
Timeline
Sr. Relationship Manager
Citi Bank
03.2022 - Current
Relationship Manager & Treasury and Trade Solutions
CITIBANAMEX Corporate and Investing Banking
10.2016 - 08.2021
Bachelor in Business Administration & Finance -
Universidad Panamericana
01.2012 - 2016.05
Team leader (Sr. associate)
SANTANDER Corporate and Investing Banking
8 2021 - 03.2022
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